Timesheet Module

In addition to using the Scheduling Module, you can also create jobs from the Timesheet Module. These are known as Timesheet Jobs. In this module, you can view, edit, add, and delete timesheet records for your field employees.

Navigate the Timesheet Module

Timesheet Dashboard

At the top of the Timesheet Module is a dashboard that shows a summary of all Shift Time, Job Time, and Break Time for field employees over a 15-day pay period.

Here, you’ll also see a list of employees with details like:

• Status: See if employees are On/Off Duty, On a Job, on Break, or Traveling.
• Company: View the customer each employee is currently working with.
• Location: See the current location of each employee.
• Progress: Track Shift, Job, and Break hours within the pay period.
• Record Conflicts: Identify incomplete or conflicting timesheet entries (e.g., working beyond 24 hours or failing to clock out). By default, the system flags timesheets still open after 24 hours as conflicting records, but you can adjust this time threshold in your settings anytime. The red Conflicting Record warning serves as an alert for office users that this timesheet is still open.

Click on the Has Conflict Records to resolve the time entry.

Add New Timesheet Record

There are two ways to create Timesheet records.

A. Create a new record by clicking an employee name on the Timesheet page.

1. Once you click an employee, it will take you to the Timesheet Record’s page.

2. Inside the Timesheet Record Page, click on the Add New button to open up the Add New pop-up page.

The Add New Timesheet Record page will pop up, and the driver/crew will auto-populate since we selected the crew on the Timesheet main page.

Fill Out Details:

• Type: Choose Job, Travel, Shift, or Break time.
• Cost Code (if applicable), Vehicle, Job, and Customer Name (auto-filled after selecting a Job).
• Start/End Date, Duration, and Notes.

Click Save Changes to add the record.

The New Timesheet Record for the select field employee will be added.

B. Create a new record by through + ADD NEW button on the main Timesheet Page.

Click the + ADD NEW button then select. It will take you to the Timesheet Records Page, very similar to how you create a new record by clicking the employee name. The only difference is that the name of the employee is blank. To select a field employee, click on the drop-down list and it will display all the field employees.

Changing Field Employee and Time Period

Inside the Timesheet Records page, you will find the time entries about the selected field employee according to the time period. You can change the time period by clicking on the start date and end date. If you need to change to another field employee, you don’t need to go back to the dashboard, you can simply select from the dropdown menu on the upper left as highlighted on the image.

Edit Time Entry

To edit a time entry of the field employee, click on the three dots located in the right corner of the entry. It will give you a pop-up that will allow you to edit the time entry.

View Timesheet Audit Trail

Now office users can track manual edits of timesheets done by field employees from mobile apps. In the list of Timesheet records, click on 3 dots for a timesheet and select Audit Trail. A window will pop up displaying the timestamp, who edited the timesheet, and what got changed. 

The Action Button

In the Actions Button, you can view all of the Timesheet Jobs, View Completed Timesheet Jobs, View Equipment Time, and Approve and Sync Timesheet Entries to Quickbooks.

To Approve and Sync Timesheet Entries to Quickbooks, follow this article.

View Timesheet Jobs

You will be able to see all Timesheet jobs, click on the Actions to Add a new Job or delete a Job.

View Completed Jobs

All Completed Jobs by weekly will be listed here, click on the Convert to Invoice option if you need to convert the job into an invoice.